Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEEDER ADVISORY SERVICES INC | COM NEW | 1251 | $201,886 | 5,622 | 0.00 | 5,622 | +Inf | 03-31-2024 | |
PNC MANAGED ACCOUNT SOLUTIONS INC | COM NEW | 1252 | $189,000 | 5,493 | 0.04 | 5,493 | +Inf | 06-30-2021 | |
NTB FINANCIAL CORP | COM NEW | 1253 | $208,000 | 5,487 | 0.15 | 0.16 | 0 | 0.00 | 03-31-2022 |
SIGNATUREFD LLC | COM NEW | 1254 | $194,035 | 5,403 | 0.00 | 0.00 | 579 | 12.00 | 03-31-2024 |